Eagle Capital Select Eqty (EAGL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sendero Wealth Management, LLC

INCREASED

Shares3,180,428 from 2,890,417

Change+290,011 (+10%)

Value$108.2M (+$15.2M)

Filed 2026-10-14

Sageworth Trust Co

INCREASED

Shares1,673,137 from 928,999

Change+744,138 (+80%)

Value$56.9M (+$27.1M)

Filed 2026-10-30

Citigroup Inc

NEW

Shares1,300,000

Change+1,300,000

Value$44.2M

Filed 2026-11-04

Burkett Financial Services, LLC

UNCHANGED

Shares647,552 from 647,552

Change0 (0%)

Value$22.0M (+$1.2M)

Filed 2026-10-01

Citizens Financial Group Inc

UNCHANGED

Shares588,234 from 588,234

Change0 (0%)

Value$20.0M (+$1.1M)

Filed 2026-10-23

Sentinel Trust Co LBA

UNCHANGED

Shares493,735 from 493,735

Change0 (0%)

Value$16.8K (+$919)

Filed 2026-11-03

UMB Bank, n.a.

UNCHANGED

Shares365,626 from 365,626

Change0 (0%)

Value$12.4M (+$680.1K)

Filed 2026-11-06

Commerce Advisors, LLC

INCREASED

Shares361,254 from 357,737

Change+3,517 (+1%)

Value$12.3M (+$785.1K)

Filed 2026-10-19

YHB Investment Advisors, Inc.

UNCHANGED

Shares347,395 from 347,395

Change0 (0%)

Value$11.8M (+$646.2K)

Filed 2026-10-08

Prodigy Asset Management LLC

UNCHANGED

Shares320,634 from 320,634

Change0 (0%)

Value$10.9M (+$596.4K)

Filed 2026-10-28

Clearstead Advisors, LLC

INCREASED

Shares236,161 from 229,801

Change+6,360 (+3%)

Value$8.0M (+$643.9K)

Filed 2026-11-06

GC Wealth Management RIA, LLC

DECREASED

Shares216,880 from 217,728

Change-848 (0%)

Value$7.4M (+$376.1K)

Filed 2026-11-02

Simon Quick Advisors, LLC

UNCHANGED

Shares207,137 from 207,137

Change0 (0%)

Value$7.0M (+$385.3K)

Filed 2026-10-26

Greenspring Advisors, LLC

UNCHANGED

Shares169,884 from 169,884

Change0 (0%)

Value$5.8M (+$316.0K)

Filed 2026-11-05

Sepio Capital, LP

INCREASED

Shares141,809 from 78,643

Change+63,166 (+80%)

Value$4.8M (+$2.3M)

Filed 2026-10-22

Fiduciary Alliance LLC

INCREASED

Shares126,236 from 125,365

Change+871 (+1%)

Value$4.3M (+$262.8K)

Filed 2026-10-13

Piedmont Capital Management, LLC

INCREASED

Shares121,935 from 121,415

Change+520 (+0%)

Value$4.1M (+$243.5K)

Filed 2026-10-21

Fund Evaluation Group, LLC

UNCHANGED

Shares112,990 from 112,990

Change0 (0%)

Value$3.8M (+$210.2K)

Filed 2026-11-05

ACT Advisors, Llc.

UNCHANGED

Shares94,398 from 94,398

Change0 (0%)

Value$3.2M (+$175.6K)

Filed 2026-10-15

Sageworth Trust Co of South Dakota

INCREASED

Shares90,453 from 32,488

Change+57,965 (+178%)

Value$3.1M (+$2.0M)

Filed 2026-10-30

Advisor OS, LLC

DECREASED

Shares75,368 from 76,400

Change-1,032 (-1%)

Value$2.6M (+$107.0K)

Filed 2026-11-03

Aspiriant, LLC

UNCHANGED

Shares58,062 from 58,062

Change0 (0%)

Value$2.0M (+$108.0K)

Filed 2026-10-16

LPL Financial LLC

INCREASED

Shares56,239 from 7,650

Change+48,589 (+635%)

Value$1.9M (+$1.7M)

Filed 2026-11-06

HB Wealth Management, LLC

UNCHANGED

Shares16,260 from 16,260

Change0 (0%)

Value$553.3K (+$30.2K)

Filed 2026-10-23

Bank of New York Mellon Corp

NEW

Shares12,852

Change+12,852

Value$437.4K

Filed 2026-11-05

Lavelle Capital LP

UNCHANGED

Shares8,396 from 8,396

Change0 (0%)

Value$285.7K (+$15.6K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

NEW

Shares6,061

Change+6,061

Value$206.3K

Filed 2026-11-02

Triangle Securities Wealth Management

CLOSED

Shares0 from 105,000

Change-105,000 (-100%)

Value$0 (-$3.4M)

Filed 2026-10-14

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 26,664

Change-26,664 (-100%)

Value$0 (-$857.8K)

Filed 2026-11-06

Brown Advisory Inc

N/A

Shares— from 12,883,772

Change-12,883,772 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 10,030,295

Change-10,030,295 (-100%)

Value—

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York

N/A

Shares— from 5,774,371

Change-5,774,371 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 3,788,691

Change-3,788,691 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 1,916,536

Change-1,916,536 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,654,534

Change-1,654,534 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,421,742

Change-1,421,742 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,234,503

Change-1,234,503 (-100%)

Value—

Red Door Wealth Management, LLC

N/A

Shares— from 1,202,085

Change-1,202,085 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 963,385

Change-963,385 (-100%)

Value—

Commerce Bank

N/A

Shares— from 839,112

Change-839,112 (-100%)

Value—

UBS Group AG

N/A

Shares— from 577,899

Change-577,899 (-100%)

Value—

Atlanta Consulting Group Advisors, LLC

N/A

Shares— from 565,484

Change-565,484 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 545,058

Change-545,058 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 486,636

Change-486,636 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 462,995

Change-462,995 (-100%)

Value—

Summit Wealth Group, LLC

N/A

Shares— from 365,626

Change-365,626 (-100%)

Value—

Permanens Capital L.P.

N/A

Shares— from 356,498

Change-356,498 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 285,999

Change-285,999 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 266,740

Change-266,740 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 244,283

Change-244,283 (-100%)

Value—

Wind River Trust Co

N/A

Shares— from 218,463

Change-218,463 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 173,961

Change-173,961 (-100%)

Value—

Klingenstein Fields & Co LP

N/A

Shares— from 164,998

Change-164,998 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 95,626

Change-95,626 (-100%)

Value—

Cambridge Associates LLC

N/A

Shares— from 84,697

Change-84,697 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 83,902

Change-83,902 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 72,689

Change-72,689 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 61,585

Change-61,585 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 56,813

Change-56,813 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 55,650

Change-55,650 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 42,418

Change-42,418 (-100%)

Value—

Haverford Trust Co

N/A

Shares— from 37,278

Change-37,278 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 33,302

Change-33,302 (-100%)

Value—

XP Advisory US, Inc.

N/A

Shares— from 23,422

Change-23,422 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 19,852

Change-19,852 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 15,570

Change-15,570 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 14,871

Change-14,871 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,072

Change-14,072 (-100%)

Value—

&partners

N/A

Shares— from 10,751

Change-10,751 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,964

Change-4,964 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 673

Change-673 (-100%)

Value—

	Status
Sendero Wealth Management, LLC	INCREASED	3,180,428	2,890,417	+290,011	+10%	$93.0M	$108.2M	+$15.2M	2026-10-14
Sageworth Trust Co	INCREASED	1,673,137	928,999	+744,138	+80%	$29.9M	$56.9M	+$27.1M	2026-10-30
Citigroup Inc	NEW	1,300,000	—	+1,300,000	—	—	$44.2M	—	2026-11-04
Burkett Financial Services, LLC	UNCHANGED	647,552	647,552	0	0%	$20.8M	$22.0M	+$1.2M	2026-10-01
Citizens Financial Group Inc	UNCHANGED	588,234	588,234	0	0%	$18.9M	$20.0M	+$1.1M	2026-10-23
Sentinel Trust Co LBA	UNCHANGED	493,735	493,735	0	0%	$15.9K	$16.8K	+$919	2026-11-03
UMB Bank, n.a.	UNCHANGED	365,626	365,626	0	0%	$11.8M	$12.4M	+$680.1K	2026-11-06
Commerce Advisors, LLC	INCREASED	361,254	357,737	+3,517	+1%	$11.5M	$12.3M	+$785.1K	2026-10-19
YHB Investment Advisors, Inc.	UNCHANGED	347,395	347,395	0	0%	$11.2M	$11.8M	+$646.2K	2026-10-08
Prodigy Asset Management LLC	UNCHANGED	320,634	320,634	0	0%	$10.3M	$10.9M	+$596.4K	2026-10-28
Clearstead Advisors, LLC	INCREASED	236,161	229,801	+6,360	+3%	$7.4M	$8.0M	+$643.9K	2026-11-06
GC Wealth Management RIA, LLC	DECREASED	216,880	217,728	-848	0%	$7.0M	$7.4M	+$376.1K	2026-11-02
Simon Quick Advisors, LLC	UNCHANGED	207,137	207,137	0	0%	$6.7M	$7.0M	+$385.3K	2026-10-26
Greenspring Advisors, LLC	UNCHANGED	169,884	169,884	0	0%	$5.5M	$5.8M	+$316.0K	2026-11-05
Sepio Capital, LP	INCREASED	141,809	78,643	+63,166	+80%	$2.5M	$4.8M	+$2.3M	2026-10-22
Fiduciary Alliance LLC	INCREASED	126,236	125,365	+871	+1%	$4.0M	$4.3M	+$262.8K	2026-10-13
Piedmont Capital Management, LLC	INCREASED	121,935	121,415	+520	+0%	$3.9M	$4.1M	+$243.5K	2026-10-21
Fund Evaluation Group, LLC	UNCHANGED	112,990	112,990	0	0%	$3.6M	$3.8M	+$210.2K	2026-11-05
ACT Advisors, Llc.	UNCHANGED	94,398	94,398	0	0%	$3.0M	$3.2M	+$175.6K	2026-10-15
Sageworth Trust Co of South Dakota	INCREASED	90,453	32,488	+57,965	+178%	$1.0M	$3.1M	+$2.0M	2026-10-30
Advisor OS, LLC	DECREASED	75,368	76,400	-1,032	-1%	$2.5M	$2.6M	+$107.0K	2026-11-03
Aspiriant, LLC	UNCHANGED	58,062	58,062	0	0%	$1.9M	$2.0M	+$108.0K	2026-10-16
LPL Financial LLC	INCREASED	56,239	7,650	+48,589	+635%	$246.1K	$1.9M	+$1.7M	2026-11-06
HB Wealth Management, LLC	UNCHANGED	16,260	16,260	0	0%	$523.1K	$553.3K	+$30.2K	2026-10-23
Bank of New York Mellon Corp	NEW	12,852	—	+12,852	—	—	$437.4K	—	2026-11-05
Lavelle Capital LP	UNCHANGED	8,396	8,396	0	0%	$270.1K	$285.7K	+$15.6K	2026-11-03
Commonwealth Equity Services, LLC	NEW	6,061	—	+6,061	—	—	$206.3K	—	2026-11-02
Triangle Securities Wealth Management	CLOSED	0	105,000	-105,000	-100%	$3.4M	$0	-$3.4M	2026-10-14
PNC Financial Services Group, Inc.	CLOSED	0	26,664	-26,664	-100%	$857.8K	$0	-$857.8K	2026-11-06
Brown Advisory Inc	N/A	—	12,883,772	-12,883,772	-100%	$414.5M	—	—	—
Brown Brothers Harriman & Co	N/A	—	10,030,295	-10,030,295	-100%	$322.7M	—	—	—
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York	N/A	—	5,774,371	-5,774,371	-100%	$185.8M	—	—	—
Cresset Asset Management, LLC	N/A	—	3,788,691	-3,788,691	-100%	$121.9M	—	—	—
Glenmede Trust Co NA	N/A	—	1,916,536	-1,916,536	-100%	$61.7M	—	—	—
Lazard Asset Management LLC	N/A	—	1,654,534	-1,654,534	-100%	$53.2M	—	—	—
JPMorgan Chase & Co	N/A	—	1,421,742	-1,421,742	-100%	$45.6M	—	—	—
Morgan Stanley	N/A	—	1,234,503	-1,234,503	-100%	$39.7M	—	—	—
Red Door Wealth Management, LLC	N/A	—	1,202,085	-1,202,085	-100%	$38.7M	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	963,385	-963,385	-100%	$31.0M	—	—	—
Commerce Bank	N/A	—	839,112	-839,112	-100%	$27.0M	—	—	—
UBS Group AG	N/A	—	577,899	-577,899	-100%	$18.6M	—	—	—
Atlanta Consulting Group Advisors, LLC	N/A	—	565,484	-565,484	-100%	$18.2M	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	545,058	-545,058	-100%	$17.5M	—	—	—
Bank of America Corp	N/A	—	486,636	-486,636	-100%	$15.7M	—	—	—
Citadel Advisors LLC	N/A	—	462,995	-462,995	-100%	$14.9M	—	—	—
Summit Wealth Group, LLC	N/A	—	365,626	-365,626	-100%	$11.8M	—	—	—
Permanens Capital L.P.	N/A	—	356,498	-356,498	-100%	$11.5M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	285,999	-285,999	-100%	$9.2M	—	—	—
Two Sigma Investments, LP	N/A	—	266,740	-266,740	-100%	$8.6M	—	—	—
Stifel Financial Corp	N/A	—	244,283	-244,283	-100%	$7.9M	—	—	—
Wind River Trust Co	N/A	—	218,463	-218,463	-100%	$7.0M	—	—	—
HighTower Advisors, LLC	N/A	—	173,961	-173,961	-100%	$5.6M	—	—	—
Klingenstein Fields & Co LP	N/A	—	164,998	-164,998	-100%	$5.3M	—	—	—
Raymond James Financial Inc	N/A	—	95,626	-95,626	-100%	$3.1M	—	—	—
Cambridge Associates LLC	N/A	—	84,697	-84,697	-100%	$2.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	83,902	-83,902	-100%	$2.7M	—	—	—
Northern Trust Corp	N/A	—	72,689	-72,689	-100%	$2.3M	—	—	—
Royal Bank of Canada	N/A	—	61,585	-61,585	-100%	$2.0M	—	—	—
Quantinno Capital Management LP	N/A	—	56,813	-56,813	-100%	$1.8M	—	—	—
Morse Asset Management, Inc	N/A	—	55,650	-55,650	-100%	$1.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	42,418	-42,418	-100%	$1.3M	—	—	—
Haverford Trust Co	N/A	—	37,278	-37,278	-100%	$1.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	33,302	-33,302	-100%	$1.1M	—	—	—
XP Advisory US, Inc.	N/A	—	23,422	-23,422	-100%	$753.5K	—	—	—
National Philanthropic Trust	N/A	—	19,852	-19,852	-100%	$638.6K	—	—	—
Flow Traders U.S. LLC	N/A	—	15,570	-15,570	-100%	$501.0K	—	—	—
Marshall Wace, LLP	N/A	—	14,871	-14,871	-100%	$478.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,072	-14,072	-100%	$452.7K	—	—	—
&partners	N/A	—	10,751	-10,751	-100%	$345.9K	—	—	—
Wells Fargo & Company	N/A	—	4,964	-4,964	-100%	$159.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,000	-4,000	-100%	$128.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	673	-673	-100%	$21.6K	—	—	—

Showing 72 of 72 institutions